VIKSX vs. SAMBX
VIKSX (Virtus KAR Small-Mid Cap Growth Fund) and SAMBX (Virtus Seix Floating Rate High Income Fund) are both mutual funds - VIKSX is a Mid Cap Growth Equities fund managed by Virtus, while SAMBX is a Bank Loan fund managed by Virtus. Over the past 5 years, VIKSX returned -1.61%/yr vs 5.48%/yr for SAMBX. Their 0.25 correlation means their historical movements had little consistent relationship. VIKSX charges 1.06%/yr vs 0.64%/yr for SAMBX.
Performance
VIKSX vs. SAMBX - Performance Comparison
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Returns By Period
In the year-to-date period, VIKSX achieves a 0.29% return, which is significantly lower than SAMBX's 2.76% return.
VIKSX
- 1D
- -0.97%
- 1M
- -2.75%
- 6M
- 1.18%
- YTD
- 0.29%
- 1Y
- -7.40%
- 3Y*
- 2.42%
- 5Y*
- -1.61%
- 10Y*
- —
- ALL TIME*
- 0.62%
SAMBX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 2.94%
- YTD
- 2.76%
- 1Y
- 5.74%
- 3Y*
- 6.57%
- 5Y*
- 5.48%
- 10Y*
- 4.54%
- ALL TIME*
- 4.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VIKSX vs. SAMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
VIKSX Virtus KAR Small-Mid Cap Growth Fund | 0.29% | -8.33% | 12.39% | 18.92% | -22.54% | 5.38% | 3.23% |
SAMBX Virtus Seix Floating Rate High Income Fund | 2.76% | 5.88% | 7.03% | 11.21% | -0.86% | 4.86% | 0.51% |
Correlation
The correlation between VIKSX and SAMBX is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020 | 0.25 |
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Return for Risk
VIKSX vs. SAMBX — Risk / Return Rank
VIKSX
SAMBX
VIKSX vs. SAMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Growth Fund (VIKSX) and Virtus Seix Floating Rate High Income Fund (SAMBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VIKSX | SAMBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.15 | ||
| Sortino ratioReturn per unit of downside risk | -7.11 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.93 | -1.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 8.08 | -8.53 |
| Martin ratioReturn relative to average drawdown | -0.87 | 24.51 | -25.38 |
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Drawdowns
VIKSX vs. SAMBX - Drawdown Comparison
The maximum VIKSX drawdown since its inception was -34.44%, which is greater than SAMBX's maximum drawdown of -24.74%. Use the drawdown chart below to compare losses from any high point for VIKSX and SAMBX.
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Drawdown Indicators
| VIKSX | SAMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -24.74% | -9.70% |
Max Drawdown (1Y)Largest decline over 1 year | -21.39% | -0.78% | -20.61% |
Max Drawdown (3Y)Largest decline over 3 years | -26.02% | -2.95% | -23.07% |
Max Drawdown (5Y)Largest decline over 5 years | -34.44% | -5.66% | -28.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.91% | — |
Current DrawdownCurrent decline from peak | -16.04% | -0.26% | -15.78% |
Average DrawdownAverage peak-to-trough decline | -13.87% | -1.57% | -12.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.07% | 0.26% | +10.81% |
Volatility
VIKSX vs. SAMBX - Volatility Comparison
Virtus KAR Small-Mid Cap Growth Fund (VIKSX) has a higher volatility of 4.82% compared to Virtus Seix Floating Rate High Income Fund (SAMBX) at 0.27%. This indicates that VIKSX's price experiences larger fluctuations and is considered to be riskier than SAMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIKSX | SAMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 0.27% | +4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 1.69% | +11.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 2.45% | +14.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.98% | 2.96% | +16.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 3.93% | +14.86% |
VIKSX vs. SAMBX - Expense Ratio Comparison
VIKSX has a 1.06% expense ratio, which is higher than SAMBX's 0.64% expense ratio.
Dividends
VIKSX vs. SAMBX - Dividend Comparison
VIKSX has not paid dividends to shareholders, while SAMBX's dividend yield for the trailing twelve months is around 6.76%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMBX Virtus Seix Floating Rate High Income Fund | 6.76% | 7.78% | 8.21% | 8.21% | 5.34% | 3.03% | 4.03% | 5.28% | 5.15% | 4.28% | 4.79% | 4.91% |
VIKSX Virtus KAR Small-Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VIKSX and SAMBX have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIKSX has higher volatility (4.82%) compared to SAMBX (0.27%). In terms of maximum drawdown, VIKSX dropped -34.44% vs SAMBX's -24.74%.
SAMBX currently has the higher Sharpe Ratio (2.58 vs -0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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